See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,892 | $114,381-65.1% | $107,525-62.9% | $142,382-72.0% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 6.75% | 242.71%-236.0pp | 181.32%-174.6pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,796 | $4,015-30.4% | $3,754-25.5% | $4,299-35.0% |
| Participant deferral / active EE | $3,238 | $5,564-41.8% | $5,116-36.7% | $6,507-50.2% |
| Admin fee / account holder | $13,127 | $9,860+33.1% | $8,919+47.2% | $12,624+4.0% |